- Over 25 years in private equity and public markets
- Fund manager who spearheads research and investment decisions
- A history of spotting multibaggers at an early stage
Indian Micro & Small-Cap Investing
Deep value fundamental investors with a private equity approach in listed markets
Grow with usInvestment Strategies
One investment philosophy, two ways to invest today
New scheme · Launched 26 Sep 2026
Equitree Emerging
Opportunities II
A second concentrated portfolio of emerging Indian businesses, built with the same private-equity discipline.
A second concentrated portfolio of 12–15 emerging Indian businesses, built with the same private-equity discipline and held for the long term.
12–15
Concentrated holdings
5+ yrs
Recommended horizon
Closed to new subscriptions
Equitree Emerging
Opportunities I
Concentrated small & micro-cap portfolio, built with a private equity mindset.
Investing in India's next generation of compounders for disciplined long-term wealth creation
₹1,675 Cr
Firm AUM
30 Sep 2026
21.65%
5-year TWRR, net of fees
BSE 500 TRI 8.91% · 30 Sep 2026
Not verified by SEBI. Past performance does not indicate future returns.
Offshore Strategy
GIFT City AIF
USD-denominated access to India's small-cap opportunity, built on the same strategy as our PMS
Focused portfolio
12–15 holdings
Aligned strategy
Same team and process
Easy onboarding
Quick setup & KYC
Global access
NRIs & family offices
Private placement | Eligible investors only
Our Performance
Scheme IEmerging Opportunities I
Nifty Smallcap 100 (price index)
BSE 500 (price index)
- 7-year TWRR, net of fees, to 30 Sep 2026BSE 500 TRI: 14.69%
- HNI Families Invested
- Absolute returns
- Hit Ratio
Period returns are TWRR, net of fees and expenses, for Emerging Opportunities I, as of 30 September 2026, against the BSE 500 TRI benchmark; periods above one year are annualised. The growth chart shows its NAV rebased to ₹10 Cr on 1 Apr 2020, against the BSE 500 and Nifty Smallcap 100 price indices, which exclude dividends. Not verified by SEBI. Past performance does not indicate future returns. Emerging Opportunities II has no performance history yet.
How We Invest
Public markets. Private equity discipline.
3–5%
Typical stake
Private Equity Approach
Meaningful ownership stakes in under-followed companies, with active engagement after every investment.
360°
Independent research
Granular Due Diligence
Rigorous review of financials, management quality, channel checks, and plant visits ahead of every conviction.
5–7 yrs
Typical hold
Patient Capital
Low turnover and extended holding periods that give businesses room to compound.
12–15
Holdings
Concentrated Conviction
A focused portfolio in which every holding is expected to contribute meaningfully.
Meet our Founders
- Over 25 years in advisory, valuation and capital allocation
- Leads strategy, compliance and investor relations
- Brings a practical, business-owner’s lens to investing
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Investor Testimonials
01 / 05
Investing with Equitree really feels like working with a partner. They're thoughtful, disciplined, and treat each opportunity with real care, almost like it's their own money. I trust their judgment and I'm happy with my returns!
Vishal Jain
Director, Capital Projects Asia Pacific Region
Barclays
I've known Suneet and Pawan for years, and their dedication to investing is inspiring. They dive into micro-caps with real focus, taking smart risks where others hesitate. I'm proud to be part of what they're building!
Rohit Krishna
Senior Executive
25+ years in Banking and Digital Businesses
Equitree keeps me well updated with clear, regular insights on the portfolio. With my PE background, their approach to listed markets feels intuitive. Pawan has a strong eye for spotting hidden opportunities.
Snehal Shah
Former Partner
Fairwinds Private Equity
Equitree transformed my over-diversified portfolio into a focused, high-conviction one. Their deep research and transparency make investing seamless and comfortable. I look forward to compounding my wealth with them!
Rakesh Vengayil
CEO, Asia Pacific & Country Head HK
BNP Paribas Asset Management
I've known Suneet for over 15 years, and being an investor with Equitree has been a rewarding experience. I trust them with my portfolio and am proud to be part of the journey!
Yazad Cooper
Managing Director & CFO, Consumer & Wealth
DBS Bank
Equitree Capital Advisors Private Limited